Civic Intelligence

William and Josephine Roe Scholarship Fund

990PF • Fiscal year 2013 • EIN 38-6570653

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 18, 2014

Organization Profile
PO Box 609Pittsburgh, PA 15230-9738

(216) 257-4701

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

57th percentile

5.7%

Higher net margin than 57% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

78th percentile

$2,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

0.4%

Faster asset growth than 49% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

63rd percentile

9.4%

Faster revenue growth than 63% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$248,062

Up $1,086 (+0.4%) from 2012

Net Assets

$248,062

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin57th percentile

Revenue

Up

$19,086

Up $1,642 (+9.4%) from 2012

Expenses

Up

$18,000

Up $2,100 (+13%) from 2012

Net Income

Down

$1,086

Down $458 (-30%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $245,432Liabilities 2011: $02011Assets 2012: $246,976Liabilities 2012: $02012Assets 2013: $248,062Liabilities 2013: $1Net Assets 2013: $248,0622013Assets 2014: $280,287Liabilities 2014: $0Net Assets 2014: $280,2872014Assets 2015: $347,502Liabilities 2015: $0Net Assets 2015: $347,5022015Assets 2016: $331,314Liabilities 2016: $0Net Assets 2016: $331,3142016Assets 2017: $335,326Liabilities 2017: $0Net Assets 2017: $335,3262017Assets 2018: $329,447Liabilities 2018: $0Net Assets 2018: $329,4472018Assets 2019: $349,805Liabilities 2019: $0Net Assets 2019: $349,8052019Assets 2020: $338,971Liabilities 2020: $0Net Assets 2020: $338,9712020Assets 2021: $349,952Liabilities 2021: $0Net Assets 2021: $349,9522021Assets 2022: $327,964Liabilities 2022: $0Net Assets 2022: $327,9642022Assets 2023: $317,703Liabilities 2023: $0Net Assets 2023: $317,7032023Assets 2024: $317,444Liabilities 2024: $0Net Assets 2024: $317,4442024

Highlighted filing

2013

Assets$248,062
Liabilities$1
Net Assets$248,062
Open 2013 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $7,659Expenses 2011: $16,844Net Income 2011: -$9,1852011Revenue 2012: $17,444Expenses 2012: $15,900Net Income 2012: $1,5442012Revenue 2013: $19,086Expenses 2013: $18,000Net Income 2013: $1,0862013Revenue 2014: $49,725Expenses 2014: $17,500Net Income 2014: $32,2252014Revenue 2015: $81,175Expenses 2015: $13,959Net Income 2015: $67,2162015Revenue 2016: $2,954Expenses 2016: $19,142Net Income 2016: -$16,1882016Revenue 2017: $21,060Expenses 2017: $17,050Net Income 2017: $4,0102017Revenue 2018: $13,299Expenses 2018: $18,832Net Income 2018: -$5,5332018Revenue 2019: $38,814Expenses 2019: $18,458Net Income 2019: $20,3562019Revenue 2020: $10,015Expenses 2020: $20,193Net Income 2020: -$10,1782020Revenue 2021: $30,837Expenses 2021: $19,893Net Income 2021: $10,9442021Revenue 2022: $457Expenses 2022: $22,657Net Income 2022: -$22,2002022Revenue 2023: $9,104Expenses 2023: $19,538Net Income 2023: -$10,4342023Revenue 2024: $19,227Expenses 2024: $19,466Net Income 2024: -$2392024

Highlighted filing

2013

Revenue$19,086
Expenses$18,000
Net Income$1,086
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 18, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$2,500-$2,500
Filing and Contact Details

Filer

EIN
38-6570653
Phone
2162574701

Signing Officer

Name
R a Bumblis
Title
Trust Officer
Phone
2162574701
Signed
2014-02-18
Raw XML Appendix279 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03603
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012647
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011755
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012647
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0R A BUMBLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM & JOSEPHINE ROE SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine20PNC BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0386570653
ReturnHeader/Filer/PhoneNum02162574701
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/ReturnTs02014-02-15T09:44:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,062
Liabilities
$1
Net assets
$248,062
Revenue
$19,086
Expenses
$18,000
Net income
$1,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.19$0.19$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.09$0.20$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.00$0.23$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.31$0.20$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.10$0.20$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.39$0.18$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.13$0.19$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.21$0.17$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.81$0.14$0.67
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.80$0.00$2.80$0.50$0.18$0.32
2013Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.19$0.18$0.01
2012Summary only. Only limited summary data is available for this year.$2.47$0.00$0.17$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$2.45$0.00$0.08$0.17$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits